ORCL

5 claims

• Tom Dotan (guest, journalist) 15:11
  Larry Ellison now owns about 40% of Oracle, up from the mid-20s a decade ago, after Oracle's stock buybacks.
  ORCL novelty 1/3 · verifiable 2/3
  Better Offline · The Mind of Larry Ellison w/ Tom Dotan · 2026-10-21 · 2026-10-17-weekly
• Tom Dotan (guest, journalist) 42:22
  Oracle has been turned cash-flow negative by debt-funded capex for AI data centers, and it owns 15% of TikTok.
  ORCL novelty 1/3 · verifiable 2/3
  Better Offline · The Mind of Larry Ellison w/ Tom Dotan · 2026-10-21 · 2026-10-17-weekly
• Ed Zitron (host) 17:45
  A planned Ellison sale of about $7B of Oracle shares was pulled back within a day, and he is instead taking another margin loan against the shares.
  ORCL novelty 1/3 · verifiable 2/3
  Better Offline · The Mind of Larry Ellison w/ Tom Dotan · 2026-10-21 · 2026-10-17-weekly
• Ed Zitron (host) 1:32
  Oracle has done about $190B or more of stock buybacks since inception.
  ORCL novelty 0/3 · verifiable 2/3
  Better Offline · The Mind of Larry Ellison w/ Tom Dotan · 2026-10-21 · 2026-10-17-weekly
• guest analyst (SemiAnalysis) 13:47
  Oracle's New Mexico campus has over a gigawatt of IT capacity under construction, but SemiAnalysis assumes a slow ramp because of power delivery problems, so little counts in 2027.
  ORCL novelty 3/3 · verifiable 2/3
  SemiAnalysis · Ep. 039 - [EMERGENCY] Our Numbers Are "Insane." Here's the Proof. (Datacenters) | Jeremie Ontiveros, Reyk Knuhtsen, Jordan Nanos · 2026-10-20 · 2026-10-17-weekly